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September 26th, 2017 |

Planning for and recovering from disaster

Watching all of the coverage for Hurricanes Harvey, Irma, and Jose makes me realize how important it is to have a plan in…

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September 20th, 2017 |

Handling the Equifax breach

What Occurred: Hackers gained access to sensitive information on 143 million American consumers. This is the third major cybersecurity threat since 2015. The…

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September 14th, 2017 |

T+2 settlement cycle

Effective September 5 the standard settlement cycle is two business days for most securities transactions; including but not limited to trades for stocks,…

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September 11th, 2017 |

Food technologies give consumers plenty to chew on

Americans spent roughly $1.4 trillion on food in 2016, a figure that represents 25% of all U.S. consumer spending. And just as technology…

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August 29th, 2017 |

Risk management demystified

Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes…

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August 21st, 2017 |

Leaving the vacation home to family

Whether sporting a lakefront view or nestled in a mountainside perch, your vacation home is a place where special moments happen and important…

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July 26th, 2017 |

Nine tips to live beyond 100

From the Grecian island of Ikaria where people “forget to die” to a sunny Californian community in Loma Linda, people are growing older…

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July 26th, 2017 |

Half right or full right?

I recently returned from a vacation driving around Spain and Portugal with my family (husband and two sons, ages 18/20). Now, before I…

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July 7th, 2017 |

The concept of a team

The word “team” is most commonly associated with the world of sports yet more and more this concept has evolved beyond just the…

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July 6th, 2017 |

Retirement reinvented

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose…

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